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Nuveen Municipal High Income Opportunity Fund

49 hedge funds and large institutions have $36.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 5.84%5.34% (-0.51%)

5% less capital invested

Capital invested by funds: $38.2M → $36.4M (-$1.78M)

6% less funds holding

Funds holding: 5249 (-3)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Doliver Advisors
Texas
-$753K -59,539 Closed
VKH
52
Virtu KCG Holdings
New York
-$262K -19,577 Closed
SFM
53
Signet Financial Management
New Jersey
-$186K -13,845 Closed
CIA
54
Capital Investment Advisors
Georgia
-$134K -10,036 Closed
FHA
55
First Horizon Advisors
Tennessee
-$44K -3,319 Closed
WA
56
WFG Advisors
Texas
-$18K -1,310 Closed

NMZ Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2015, worth a combined $36.4M — down 4.7% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NMZ and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $688K. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $36.4M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2015, down 4.7% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2015 and 8 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2015 was IMA Advisory Services, an estimated $688K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2015 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2015.